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iShares S&P 500 Index shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 7.3k 525.70
2023-12-31 $3.5M 7.4k 477.60
2023-09-30 $3.2M 7.5k 429.42
2023-06-30 $3.3M 7.4k 445.72
2023-03-31 $3.1M 7.4k 411.09
2022-12-31 $3.0M 7.7k 384.23
2022-09-30 $2.8M 7.7k 358.69
2022-06-30 $2.9M 7.7k 379.13
2022-03-31 $3.9M 8.7k 453.70
2021-12-31 $4.2M 8.8k 476.96
2021-09-30 $3.8M 8.9k 430.87
2021-06-30 $3.9M 9.1k 429.94
2021-03-31 $3.6M 9.1k 397.84
2020-12-31 $3.5M 9.2k 375.39
2020-09-30 $3.1M 9.2k 336.01
2020-06-30 $2.8M 9.2k 309.75
2020-03-31 $2.4M 9.1k 258.40
2019-12-31 $3.1M 9.5k 323.30
2019-09-30 $3.1M 10k 298.48
2019-06-30 $3.0M 10k 294.75
2019-03-31 $2.9M 10k 284.55
2018-12-31 $2.6M 10k 251.57
2018-09-30 $3.1M 10k 292.76
2018-06-30 $2.8M 10k 273.09
2018-03-31 $2.9M 11k 265.40
2017-12-31 $3.0M 11k 268.84
2017-09-30 $2.8M 11k 252.89
2017-06-30 $2.6M 11k 243.44
2017-03-31 $2.6M 11k 237.25
2016-12-31 $2.5M 11k 225.00
2016-09-30 $2.4M 11k 217.55
2016-06-30 $2.3M 11k 210.48
2016-03-31 $2.3M 11k 206.67
2015-12-31 $2.3M 11k 204.88

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

Top funds holding iShares S&P 500 Index

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Morgan Stanley
Marshall Wace
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Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index